Asset Allocation

As of June 30, 2026.
Type % Net
Cash 3.03%
Stock 0.00%
Bond 95.85%
Convertible 0.00%
Preferred 0.00%
Other 1.12%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 10.59%
Corporate 64.67%
Securitized 24.27%
Municipal 0.47%
Other 0.00%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 78.80%    % Emerging Markets: 3.55%    % Unidentified Markets: 17.65%

Americas 73.21%
69.29%
Canada 0.03%
United States 69.26%
3.92%
Colombia 0.26%
Mexico 3.29%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.56%
United Kingdom 1.09%
6.47%
Denmark 0.60%
France 0.84%
Greece 0.73%
Ireland 0.52%
Spain 0.52%
Switzerland 1.33%
0.00%
0.00%
Greater Asia 1.58%
Japan 1.02%
0.05%
Australia 0.05%
0.51%
South Korea 0.51%
0.00%
Unidentified Region 17.65%

Bond Credit Quality Exposure

AAA 12.51%
AA 8.06%
A 24.66%
BBB 42.94%
BB 6.13%
B 0.63%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 2.56%
Not Available 2.51%
Short Term 0.00%
As of June 30, 2026
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
1.25%
Less than 1 Year
1.25%
Intermediate
75.16%
1 to 3 Years
14.39%
3 to 5 Years
31.49%
5 to 10 Years
29.29%
Long Term
23.59%
10 to 20 Years
8.97%
20 to 30 Years
4.40%
Over 30 Years
10.22%
Other
0.00%
As of June 30, 2026
View Bond Maturity Exposure
Start Trial